PieSync integrates FinFolio with Eloqua for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Eloqua, and vice versa - eliminating import/export!
Syncing FinFolio with Eloqua is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing FinFolio with Eloqua.
More connections with FinFolio and Eloqua are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
FinFolio is the best portfolio management software and trading software on the market, for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.
Eloqua provides lead and campaign management tools to help you engage with the right audience, at the right time. Modernize your marketing strategy and accelerate sales with customized campaigns across multiple channels, including email, web, video and mobile.
Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.